Observations
- Millionaire
Estimated Net Worth
- $3.1 M - $11.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Fort Washington, Maryland | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Capitol Rehab Inc. Arlington VA (rehabilitation and wellness clinic) | Salary | ||
2 | Capitol Rehab Inc. Arlington VA (owner of a rehabilitation and wellness clinic) | Over $1,000,000 | Business Income |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | U.S. bank account #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Residential real estate, Washington, DC | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
4 | Residential real estate, Fort Washington, MD | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
5 | U.S. bank account #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. bank account #4 (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRock T-Fund - Institutional Class | Sale | 12/31/2021 | $15,001 - $50,000 |
2 | Eaton Vance Atlanta Capital SMID Cap Fund - Class I | Sale | 12/31/2021 | $100,001 - $250,000 |
3 | T. Rowe Price Blue Chip Growth Fund - Investor Class | Sale | 12/31/2021 | $100,001 - $250,000 |
4 | American Funds New Perspective Fund - Class R6C | Sale | 12/31/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Bank | $500,001 - $1,000,000 | 2019 | 30 years |
2 | PHH | $250,001 - $500,000 | 2004 | 35 years |
3 | Patent Trademark Federal Credit Union | $100,001 - $250,000 | 2004 | 30 years |
4 | Department of Education | $15,001 - $50,000 | 2006 | 25 years |
5 | American Express | $15,001 - $50,000 | 2021 | revolving |
6 | Wren Kitchens | $15,001 - $50,000 | 2021 | 60 months |
7 | Home Depot | $15,001 - $50,000 | 2021 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 5 | Zero % interest for 18 Months |
8 | 7 | Zero % interest for 24 months |
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